Financial Planning & Systems Manager

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Job Summary

The Financial Planning & Systems Manager is the focal point for accounting systems administration and financial planning & analysis activities for the corporation. The Manager is part of the finance department leadership and works closely with other finance team leaders to ensure full utilization and adoption of accounting system capabilities, and high-quality and timely financial planning processes and financial analysis.

Primary Duties

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These duties and responsibilities will be rated on the Annual Performance Review.

• Financial Planning

• Lead budget and forecast processes annually. Perform system set-up and data validation for financial planning activities. Proactively communicate and monitor deadlines.

• Finance Systems Administration

• Serve as functional lead for all accounting applications. Manages all aspects of systems administration, in partnership with HRIS and IT Teams, including routine system maintenance, user training, and major planned updates/changes.

• Financial Analysis

• Manage financial analysis and modeling needs across organization to produce timely, actionable data and recommendations.

• Reporting

• Act as report writing expert in support of accounting and payroll staff to include creating custom reports as needed and review of system reports. Lead for both routine and ad hoc financial reporting needs.

• Accounting processes and internal controls - consistently identify and implement incremental improvements to accounting department business processes and internal control structures utilizing full breath of accounting system capabilities. Analyze system processes and offer solutions for improvements in efficiency, accuracy, and data integrity.

Additional Responsibilities

• Support monthly accounting close, including review and issuance of monthly P&L packages.

• Lead and coordinate monthly P&L analysis activities across organization, including management reporting package to senior executives to drive financial performance meetings. Continually enhance analysis activities to produce actionable insight.

• Support integrations with other internal and external systems; including banking for payroll and accounting, budgeting system, and any future system integration needs.

• Review semi-annual system updates and their possible effects on custom processes and reports. Offer solutions to affected areas and plan changes as needed.

• Act as Project Manager for all accounting system implementations, planned major changes/updates, and business acquisition integrations.

• Plan and execute system usage training for all level users.

• Work closely with Vice President

• Corporate Accounting and Director

• Accounting on audit related needs.

• Perform other responsibilities as assigned.

Qualifications: Education, Experience and Certification(s)

• Bachelor's degree in accounting, finance, information systems, or similar field required.

• Minimum 5 years of hands-on experience working closely with financial systems required.

• Prior experience with Workday and/or Adaptive preferred.

Knowledge, Skills, and Abilities

• Proven ability to prioritize tasks according to deadlines and deliver work on schedule with minimal supervision.

• Excellent communication skills and ability to effectively interact with management and customers.

• Highly proficient in MS Office applications, particularly Excel.

• Detail-oriented and able to carry out work with the highest levels of accuracy.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to stand; reach with hands and arms; and talk or hear. The employee is occasionally required to walk and sit. The employee may occasionally lift or move products and supplies, up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually quiet.

What We Offer - for Benefit Eligible Employees May Include:

Because ServiceSource hires the best people, we work hard to provide benefits that make their lives better, so we offer a comprehensive benefit program which features:

• Health coverage for you and your family through Medical, Dental, and Vision plans.

• Financial protection with 100% company paid Disability, Life, Accidental Death & Dismemberment insurance.

• A 403(b)-Retirement plan in which the company matches dollar for dollar on a generous percentage matching up to 3% of your contribution.

• Tax advantages through Flexible Spending and Health Savings accounts that allow you to pay for specific healthcare and dependent care expenses with pre-tax dollars.

• To help you manage your work and life needs, we offer an Employee Assistance Program, Wellness Program, and Tuition Assistance

• A generous paid time-off program in which the benefits increase based on your tenure with the company.

ServiceSource is committed to hiring and retaining a diverse workforce. We are an Equal Opportunity and Affirmative Action Employer, making decisions without regard to race, color, religion, sex, national origin, age, veteran status, disability, or any other protected class. If accommodation is needed in the application process, arrangements can be made with the local regional office http://www.servicesource.org/contact-us.We are an E-Verify Employer and a drug-free workplace. Pre-employment background checks are required for all employment positions.

PAY TRANSPARENCY POLICY STATEMENT:

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information